PWMG

Prestige Wealth Management Group Portfolio holdings

AUM $518M
1-Year Est. Return 13.43%
This Quarter Est. Return
1 Year Est. Return
+13.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$468M
AUM Growth
-$13.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,076
New
Increased
Reduced
Closed

Top Buys

1
+$14.6M
2
+$2.13M
3
+$1.68M
4
VTV icon
Vanguard Value ETF
VTV
+$1.67M
5
MMIT icon
IQ MacKay Municipal Intermediate ETF
MMIT
+$1.57M

Top Sells

1
+$11.8M
2
+$2.19M
3
+$1.89M
4
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$1.33M
5
VUG icon
Vanguard Growth ETF
VUG
+$1.29M

Sector Composition

1 Technology 10.93%
2 Consumer Staples 4.86%
3 Communication Services 4.66%
4 Financials 3.93%
5 Healthcare 3.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$39.3K 0.01%
525
277
$39K 0.01%
143
278
$38.6K 0.01%
570
-9
279
$38.5K 0.01%
448
-137,069
280
$37.8K 0.01%
201
-160
281
$37.8K 0.01%
1,350
282
$37.6K 0.01%
576
283
$37.3K 0.01%
77
-35
284
$37.1K 0.01%
75
285
$36.9K 0.01%
314
286
$36.8K 0.01%
650
287
$36.7K 0.01%
2,467
+33
288
$36.3K 0.01%
235
-1
289
$36.2K 0.01%
+434
290
$35.8K 0.01%
45
291
$35.8K 0.01%
375
292
$35.7K 0.01%
134
-725
293
$35.5K 0.01%
365
294
$35K 0.01%
240
-11
295
$34.4K 0.01%
73
296
$33.8K 0.01%
420
297
$33.7K 0.01%
220
298
$33.2K 0.01%
322
299
$32.5K 0.01%
129
300
$32.4K 0.01%
654
-58
10 11
12
13 14